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How to connect Asana and Close CRM
Create a New Scenario to Connect Asana and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Asana, triggered by another scenario, or executed manually (for testing purposes). In most cases, Asana or Close CRM will be your first step. To do this, click "Choose an app," find Asana or Close CRM, and select the appropriate trigger to start the scenario.
Add the Asana Node
Select the Asana node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Asana node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Asana and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Asana and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Asana, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Asana and Close CRM integration works as expected. Depending on your setup, data should flow between Asana and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Asana and Close CRM
Asana + Close CRM + Slack: When a task is completed in Asana (using a New Story trigger), update a lead in Close CRM and notify a Slack channel.
Close CRM + Asana + Google Sheets: When a lead status changes in Close CRM, create a task in Asana and log the lead information in Google Sheets.
Asana and Close CRM integration alternatives
About Asana
Automate Asana task management inside Latenode workflows. Create projects, assign tasks, and update statuses based on triggers from other apps (like forms or CRMs). Keep project data synchronized across systems. Use Latenode's visual editor and code blocks for custom Asana logic without complex scripting.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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See how Latenode works
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FAQ Asana and Close CRM
How can I connect my Asana account to Close CRM using Latenode?
To connect your Asana account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Asana and click on "Connect".
- Authenticate your Asana and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Asana tasks from new Close CRM leads?
Yes! Latenode enables this automation. Trigger Asana task creation upon new Close CRM leads, streamlining project management & ensuring no lead is missed. Latenode's logic blocks handle complex scenarios.
What types of tasks can I perform by integrating Asana with Close CRM?
Integrating Asana with Close CRM allows you to perform various tasks, including:
- Create new Asana tasks when a deal reaches a specific stage in Close CRM.
- Update Asana task status when the corresponding deal closes in Close CRM.
- Sync contact information between Asana projects and Close CRM leads.
- Generate Close CRM activities from completed Asana tasks automatically.
- Create recurring Asana tasks for follow-ups on Close CRM opportunities.
How do I manage Asana project assignments using Latenode?
Latenode lets you dynamically manage project assignments! Use data from Close CRM to automatically assign Asana tasks, ensuring optimal resource allocation and workflow efficiency.
Are there any limitations to the Asana and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API request limits of Asana and Close CRM.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration between Asana and Close CRM requires a separate workflow.
